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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$552M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$220M
4
AUB
Atlantic Union Bankshares
Virginia
+$154M
5
RFC
Regions Financial Corp
Alabama
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$793M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$530M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
4
HNB
Huntington National Bank
Ohio
-$260M
5
AG
AlTi Global
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
1701
180 Wealth Advisors
Washington
$544K -$22.8K -367 -4%
SIAP
1702
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$543K – – –
WCP
1703
Wick Capital Partners
Pennsylvania
$541K -$1.73M -6,642 -76%
CC
1704
Chicago Capital
Illinois
$540K +$67.5K +1,089 +14%
YWM
1705
Yukon Wealth Management
Kansas
$539K +$1.74K +28 +0.3%
SCA
1706
Strathmore Capital Advisors
North Carolina
$537K +$537K +8,441 New
HWM
1707
Hemington Wealth Management
Virginia
$537K +$495 +8 +0.1%
TPW
1708
Transatlantique Private Wealth
New York
$535K – – –
BFA
1709
Bill Few Associates
Pennsylvania
$531K +$59.2K +955 +13%
CSB
1710
City State Bank
Iowa
$531K -$1.55K -25 -0.3%
BSHC
1711
Breed's Hill Capital
Massachusetts
$530K – – –
BC
1712
Burney Company
Virginia
$530K -$58.9K -949 -10%
OFO
1713
OneAscent Family Office
Alabama
$530K -$517K -8,333 -49%
OPWM
1714
Oxinas Partners Wealth Management
Indiana
$530K -$8.68K -140 -2%
NAMP
1715
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K – – –
FF
1716
Financial Futures
New Jersey
$528K -$4.16K -67 -0.8%
FH
1717
FWG Holdings
Florida
$526K +$18.7K +298 +4%
RZH
1718
Relyea Zuckerberg Hanson
Connecticut
$525K -$230K -3,707 -30%
HFAS
1719
Hummer Financial Advisory Services
Illinois
$525K – – –
CIC
1720
Cutler Investment Counsel
Oregon
$525K +$22.8K +368 +5%
SRC
1721
Sage Rhino Capital
California
$521K – – –
FSA
1722
Fort Sheridan Advisors
Illinois
$518K – – –
TC
1723
TownSquare Capital
Utah
$516K -$4.36M -70,304 -89%
CW
1724
Code Waechter
Florida
$516K -$109K -1,760 -17%
OFS
1725
OneAscent Financial Services
Alabama
$515K -$382K -6,163 -43%
67 68
69
70 71